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Jan 30, 2013
01/13
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remember when people say, once there's a sales tax, they're history. it didn't matter. >> california, i guess we were wrong, yeah. ease of use. >> it said the 3-d players weren't that strong, tvs weren't that strong. maybe they're buying them at best buy. >> big pause. >> maybe. listen, best buy has been an interesting move up here. by the way, period is going to begin very soon. richard schulze has his opportunity to do due diligence. now, i think the dell -- potential dell ibo got people excited about maybe they could get the equity. i hear it's going to be a very, very, very -- is that three verys? they'll come up with the money they need, even with him rolling in his stake. this may be the fourth quarter numbers, people perceive as being better than anticipated. >> if they're giving money away to netflix, can't they give money away to michael dell? isn't there just this weird supply of money out there? >> there's a lot of money, but it's still seeking a return. >> sometimes. >> yeah, sometimes. >> let's check in with bob who's here on the floor wit
remember when people say, once there's a sales tax, they're history. it didn't matter. >> california, i guess we were wrong, yeah. ease of use. >> it said the 3-d players weren't that strong, tvs weren't that strong. maybe they're buying them at best buy. >> big pause. >> maybe. listen, best buy has been an interesting move up here. by the way, period is going to begin very soon. richard schulze has his opportunity to do due diligence. now, i think the dell -- potential...
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Jan 28, 2013
01/13
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we will see a huge increase in gdp and after tax income in the fourth quarter mainly december, at least 100, 120 billion of extra income from 2013 recognized in december to beat the higher tax brackets, capital gains increase. so, in other words, the economy now feels like 20% increase in take home pay has been given to the economy. it feels good. the problem with that, that income was going to be recognized this year, no longer here to be recognized. we're seeing a slowdown in income as we come forward. the best theater on tv to me wasn't to social inept types, but the fact that some of your -- the guests this morning, from companies were being like, do you see an increase in the economy? are things growing or things better? they're selling stock in aggregate, not buying stock anymore. to me, that means companies do not see what's going on as an improved economy. one more point if i can. >> yes. real quick. >> i'm sorry. >> go on. >> real estate. interest rates up on 10 years, refi of stock. the real estate market was a big add to qe-1 last year and a negative to qe-1 this year. >> chu
we will see a huge increase in gdp and after tax income in the fourth quarter mainly december, at least 100, 120 billion of extra income from 2013 recognized in december to beat the higher tax brackets, capital gains increase. so, in other words, the economy now feels like 20% increase in take home pay has been given to the economy. it feels good. the problem with that, that income was going to be recognized this year, no longer here to be recognized. we're seeing a slowdown in income as we...
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Jan 24, 2013
01/13
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obviously, a lot of investors still reeling from all the debate over a dividend tax, carried interest tax to what degree do you think those are going to be on the table as we try to work out some larger bargain? >> difficult to itemize or list what will be on the table. i will say, this the finance committee has worked for many months now to try to come to a consens consensus, early efforts just in this month, chairman baucus, talking to him yesterday, about this, reporting on where they are. so, i think there's a real sense of urgency now to get a consensus on tax reform, to have a simpler and fairer systems to deal with areas were there's consensus. believe it or not, despite all the fighting in washington, there's a great consensus that we need tax reform and i think there's a growing consensus about even the elements to it. >> well, tax reform, the question is the tax tape, do you thank you obama is shifting the debate now, that there is going to be far more taken in greater taxes for the wealthy and far less in spending cuts because that is the cret rick? >> difficult to predict.
obviously, a lot of investors still reeling from all the debate over a dividend tax, carried interest tax to what degree do you think those are going to be on the table as we try to work out some larger bargain? >> difficult to itemize or list what will be on the table. i will say, this the finance committee has worked for many months now to try to come to a consens consensus, early efforts just in this month, chairman baucus, talking to him yesterday, about this, reporting on where they...
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Jan 31, 2013
01/13
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ahead of the tax years, 268 billion in december of 2012. of course, we will pay for this surge, the surge in dividends at & ul rate, borrow from this year, dividends rising, still a ways to go to get back to the '08 level. but if we ever do, but this surely means fewer dividend payments for the rest of this year. there is an upside of this, of course, helps government revenue. the treasury having its best december since that tame 2004 december month with a gain. that is up from december a year ago there is the chart that we are talking about this is the month on month year-on-year change for december, going back to 1994. of course this dividend sloshing around could help stocks in january if it's not spent, got to be invested. some ends up in stocks, see if some ends up in spending. >> interesting. you got to wonder if the rotation into stocks out of bonds was that or if it was rotation out of dividend payment nice stocks. >> some people plot it back in, go back into stocks. >> your thoughts on mfp tomorrow and the degree which the last few
ahead of the tax years, 268 billion in december of 2012. of course, we will pay for this surge, the surge in dividends at & ul rate, borrow from this year, dividends rising, still a ways to go to get back to the '08 level. but if we ever do, but this surely means fewer dividend payments for the rest of this year. there is an upside of this, of course, helps government revenue. the treasury having its best december since that tame 2004 december month with a gain. that is up from december a...
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Feb 1, 2013
02/13
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the republicans don't want their taxes raised. and the democrats just don't want their entitlements cut. that's the way we're going to keep moving. >> got to have a little fun before we go here down here in beautiful florida. >> sure. yeah. >> you traffic with a lot of hedge fund guys. i know you know dan lowe quite well, carl icahn. i have to ask you because you talked in this group about madoff and pyramid schemes and you talked about how they work. i have to ask you. i know you're not a stock guy, not going to give me something specific on herbalife but i know you know these guys. who's right? >> so i'll caveat my answer with the fact that i've not studied herbalife. i don't know whether -- knowing all of the different players, i've known some better than others for a long time. dan lobe is one the most talented investors in the world. he's a good friend. and i would never bet against dan lobe. so i think ackman's got a tough road from here. >> thanks for having a little fun with that. carl, you heard it there. do not bet again
the republicans don't want their taxes raised. and the democrats just don't want their entitlements cut. that's the way we're going to keep moving. >> got to have a little fun before we go here down here in beautiful florida. >> sure. yeah. >> you traffic with a lot of hedge fund guys. i know you know dan lowe quite well, carl icahn. i have to ask you because you talked in this group about madoff and pyramid schemes and you talked about how they work. i have to ask you. i know...